JWC Advisors fees and pricing
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 7, 2026, JWC Advisors charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our rate is $250 per hour that are billed in 30-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JWC Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm has the right to discount or waive fees, typically for our advisory firm’s associates and their family members, but our advisory fees should not be considered a negotiable matter.”
- “Fees are to be paid to our firm by cashier’s check, personal check, money order or draft from US-based financial institutions.”
- “We require an initial deposit equaling an hour at our posted rate at engagement, and the remainder is due at delivery of our invoice which coincides with the presentation of your plan.”
How JWC Advisors’ fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- 5 of the 18 other planners in Bellevue that publish an hourly rate charge less.
About JWC Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $2,550,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306824
- Phone
- (360) 728-8088
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.